The most notable companies in this group are Alphabet (NASDAQ:GOOG), Bank of America Corp (NYSE:BAC), Devon Energy Corp (NYSE:DVN).
The investment seeks to achieve long-term growth of capital.
The fund primarily invests in a focused portfolio of equity securities. It typically invests in fixed-income securities to benefit from prevailing total returns that the Advisor's fundamental research indicates are higher than warranted, without focusing on the coupon, duration or maturity of a particular issue or credit rating of that issuer. The fund may also invest in companies of any size market capitalization. It may invest up to 100% of its net assets in foreign securities including up to 50% of its net assets in emerging market securities. The fund is non-diversified.
The average market capitalization across the GoodHaven MF is 322.69B. The market cap for tickers in the group ranges from 8.86B to 1.73T. GOOG holds the highest valuation in this group at 1.73T. The lowest valued company is JEF at 8.86B.
The average weekly volume growth across all stocks in the GoodHaven MF was -35%. For the same stocks of the MF, the average monthly volume growth was -67% and the average quarterly volume growth was -45%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 63
P/E Growth Rating: 44
Price Growth Rating: 50
SMR Rating: 48
Profit Risk Rating: 20
Seasonality Score: 5 (-100 ... +100)